EPISODE · May 26, 2026 · 9 MIN
The Case for International Diversification in an All-Time High US Market
from ETF Investing with Fexingo: Exchange-Traded Funds, Sector Picks, and Diversified Portfolios · host Fexingo
The S&P 500 sits near 7,473 and the Dow just crossed 50,580. US stocks are at or near all-time highs. Meanwhile, emerging market ETFs and Chinese tech names offer a starkly different valuation story. Lucas and Luna examine the case for adding international exposure right now, using the MSCI EAFE ETF (EFA) and the KraneShares CSI China Internet ETF (KWEB) as concrete examples. They discuss the risk of concentration in US mega-cap growth, the potential catalyst from a weaker dollar, and the tactical question of whether this time is different for China tech given Huawei's renewed chip ambitions. A measured look at portfolio construction in a market that many feel is priced for perfection. #InternationalDiversification #EmergingMarkets #ChinaTech #ETFInvesting #PortfolioConstruction #MSCIEFA #KWEB #Huawei #USDollar #Valuation #Finance #Investing #FexingoBusiness #BusinessPodcast #ETFPicks #GlobalMacro #AssetAllocation #RiskManagement Keep every episode free: buymeacoffee.com/fexingo
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The Case for International Diversification in an All-Time High US Market
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